Money

Annual Review

A lot can change in the course of one year, and it usually does. Which is why an annual review – a yearly financial checkup to make sure you’re still on track to reach your goals – is so important. Let’s schedule yours today.

This information is prepared by an unrelated, independent third party, eMoney Advisor LLC, and is provided for informational purposes only. Waddell & Reed, Inc., believes the information to be reliable, but does not guarantee the accuracy or completeness of the information provided. Securities products and investment advisory services are made available through Waddell & Reed, Inc., in its capacity as a broker-dealer and federally registered investment adviser. Member FINRA/SIPC. For a full description of investment advisory services, including fees and expenses, review the applicable advisory services brochure provided by your Waddell & Reed financial advisor. Past performance is not a guarantee of future results. Investment return and principal value will fluctuate, and it is possible to lose money by investing. Investing in securities is subject to a number of risks and is not suitable for all investors. Investors should carefully consider their investment objectives, risk tolerance, financial situation, and other information before investing. Waddell & Reed does not offer tax or legal advice. Please contact your tax and legal advisor about your particular situation.
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